See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,589 | $53,901+75.5% | $134,143-29.5% | $73,488+28.7% |
| Participation rate | 58.4% | 62.8%-4.4pp | 72.2%-13.8pp | 70.7%-12.3pp |
| Annual return | 16.05% | 15.82%+0.2pp | 36.33%-20.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $625 | $1,458-57.1% | $3,704-83.1% | $2,270-72.5% |
| Participant deferral / active EE | $2,984 | $2,739+9.0% | $3,499-14.7% | $3,740-20.2% |
| Admin fee / account holder | $11 | $581-98.1% | $6,684-99.8% | $513-97.8% |